AIM

Arcadia Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 22.79%
This Quarter Est. Return
1 Year Est. Return
+22.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$955K
2
+$377K
3
+$306K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$285K
5
AMZN icon
Amazon
AMZN
+$265K

Top Sells

1
+$1.25M
2
+$1.1M
3
+$513K
4
WBA
Walgreens Boots Alliance
WBA
+$503K
5
ABBV icon
AbbVie
ABBV
+$461K

Sector Composition

1 Technology 23.39%
2 Healthcare 15.55%
3 Consumer Discretionary 12.86%
4 Industrials 10.55%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.03%
1,153
152
$90K 0.03%
2,000
153
$90K 0.03%
2,000
154
$89K 0.03%
293
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155
$88K 0.03%
485
156
$87K 0.03%
1,725
157
$86K 0.02%
600
158
$86K 0.02%
1,400
159
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1,000
160
$83K 0.02%
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161
$83K 0.02%
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162
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900
163
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400
164
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165
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600
166
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167
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480
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$76K 0.02%
708
169
$75K 0.02%
800
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$70K 0.02%
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172
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173
$67K 0.02%
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174
$64K 0.02%
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175
$63K 0.02%
374
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